Wealth Advisor
Gps Retirement, Llc
We’re a growing, planning-focused wealth management firm looking for an experienced Wealth Advisor to join our team and help lead existing client relationships. This is not a cold-calling role or a “build your own book” environment. You’ll step into an established client base with strong internal support, ongoing client relationships, and the opportunity to make an immediate impact through thoughtful advice, proactive communication, and long-term relationship management. We’re looking for someone who genuinely enjoys working with clients, leading conversations, and helping people make confident financial decisions. What You’ll Do Lead client review meetings and ongoing planning conversations Analyze portfolios and provide allocation recommendations Serve as a trusted advisor and primary relationship contact Strengthen long-term client relationships through proactive communication Identify opportunities for additional planning, assets, and referrals Collaborate closely with the internal team to deliver a high-level client experience Maintain organized CRM documentation and follow-through What We’re Looking For Active Series 65 (or equivalent) Active Life & Health Insurance license 2+ years of experience in wealth management or financial services Confidence leading client conversations and review meetings Ability to simplify financial concepts in a relatable way Strong relationship management and organizational skills Professional, proactive, and team-oriented mindset Experience with financial planning and CRM software Why Advisors Are Interested in This Opportunity Established client relationships already in place No cold calling or prospecting quotas Planning-focused advisory environment Strong operational support and infrastructure Collaborative team culture Opportunity to directly impact client experience and firm growth Long-term growth opportunity within the firm Compensation & Benefits Competitive base salary Incentive compensation tied to relationship growth and retention Strong long-term earning potential 401(k) Health, dental, and vision insurance Paid time off Apply Please submit your resume along with a brief note outlining your experience managing client relationships and supporting growth within an advisory practice. #J-18808-Ljbffr Gps Retirement, Llc
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Johnston, RI1 day ago- ...Financial Professional – Registered Representative Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution and defined benefit business, is seeking a Financial Professional to join our highly successful team in the greater Warwick...SuggestedWork at office
Voya Financial Advisors Inc
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Johnston, RI2 days ago- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an...Local area
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Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets...Full timeTemporary workLocal areaFlexible hours$21 per hour
Description Starting Salary: $21 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You’ll greet our customers in our lobbies. You’re comfortable enough with technology to demonstrate how to...Hourly payLocal areaFlexible hoursAfternoon shiftCitizens
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About the Role The National Financial Solutions Advisor (NFSA I) ensures clients receive comprehensive financial advice, connecting them with investment, banking, and lending solutions from Bank of America and Merrill. Responsibilities Deliver full power of the Bank of...Shift workDay shift$90k - $120k
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and...Full timePart timeImmediate start- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to ...Hourly payWork experience placementImmediate start
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...business and organizational needs. Job Description The Financial Advisor (FA) role is a three‑year program with a forgivable draw, for... ...their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment...Local area$60k - $200k
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